Trust Operations Specialist

Stifel; Greenville (DE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision care

401k

Paid time off

Job summary

Stifel is seeking a Trust Operations Associate who will be responsible for processing various transactions and resolving issues with outsourcing partners. The role requires proficiency in Microsoft Office Suite, especially Excel, along with effective communication and time management skills. A High School Diploma and at least one year of experience in financial services are required. This position offers a comprehensive benefits package including health insurance and a 401k plan.

Qualifications

• Minimum 1 year of related experience in financial services.
• Ability to create and maintain spreadsheets is required.

Responsibilities

• Process a wide variety of transactions.
• Coordinate and track corporate action elections.
• Monitor DDA account for activity.
• Complete daily bank deposit/sweep reconciliation.
• Interact with outsourcing partners to resolve issues.

Skills

Proficient in Microsoft Outlook

Proficient in Microsoft Office Suite

Effective communication skills

Time management

Problem-solving skills

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Job description

Stifel is seeking a Trust Operations Associate who will be responsible for processing various transactions and resolving issues with outsourcing partners. The role requires proficiency in Microsoft Office Suite, especially Excel, along with effective communication and time management skills. A High School Diploma and at least one year of experience in financial services are required. This position offers a comprehensive benefits package including health insurance and a 401k plan.